|
1
|
Bank of America
Charlotte,
North Carolina
|
$9.51M
|
+$3.06M
|
+120,328
|
+47%
|
|
|
2
|
US Bancorp
Minneapolis,
Minnesota
|
$9.04M
|
+$511K
|
+20,115
|
+6%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$7.24M
|
+$75.6K
|
+2,975
|
+1%
|
|
|
4
|
United Capital Financial Advisors
Irving,
Texas
|
$6.29M
|
+$342K
|
+13,473
|
+6%
|
|
|
5
|
Gateway Advisory
Westfield,
New Jersey
|
$6.09M
|
+$152K
|
+5,982
|
+3%
|
|
|
6
|
Wells Fargo
San Francisco,
California
|
$5.95M
|
-$337K
|
-13,248
|
-5%
|
|
|
7
|
|
$5.14M
|
-$224K
|
-8,805
|
-4%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$4.24M
|
-$151K
|
-5,931
|
-3%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.22M
|
-$149K
|
-5,880
|
-3%
|
|
|
10
|
Private Advisor Group
Morristown,
New Jersey
|
$3.94M
|
+$1.53M
|
+60,127
|
+63%
|
|
|
11
|
Leavell Investment Management
Mobile,
Alabama
|
$3.43M
|
+$50.8K
|
+2,000
|
+2%
|
|
|
12
|
Asset Dedication LLC
San Francisco,
California
|
$3.25M
|
-$23.9K
|
-940
|
-0.7%
|
|
|
13
|
|
$3.25M
|
+$713K
|
+28,059
|
+28%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.44M
|
+$15.1K
|
+593
|
+0.6%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.23M
|
-$745K
|
-29,340
|
-25%
|
|
|
16
|
Prism Advisors
Studio City,
California
|
$2.06M
|
–
|
–
|
–
|
|
|
17
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$1.94M
|
+$178
|
+7
|
+0%
|
|
|
18
|
Mariner
Overland Park,
Kansas
|
$1.86M
|
+$106K
|
+4,172
|
+6%
|
|
|
19
|
Managed Account Services
Coconut Grove,
Florida
|
$1.83M
|
–
|
–
|
–
|
|
|
20
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.68M
|
+$1.68M
|
+66,165
|
New
|
|
|
21
|
NewEdge Advisors
New Orleans,
Louisiana
|
$1.66M
|
+$1.66M
|
+65,520
|
New
|
|
|
22
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.47M
|
-$109K
|
-4,296
|
-7%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$1.31M
|
-$9.53K
|
-375
|
-0.7%
|
|
|
24
|
Vigilant Capital Management
Portland,
Maine
|
$1.28M
|
-$211K
|
-8,307
|
-14%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.18M
|
+$17K
|
+668
|
+1%
|
|
